Advisor, Securities

Role focuses on advising members/clients on securities products, developing and maintaining relationships, prospecting for new business, analyzing client needs, and delivering personalized investment solutions across discretionary management, mutual funds, ETFs, and structured products. Responsibilities include establishing advisory relationships, preparing reports and recommendations, ensuring member/client satisfaction, and promoting integrated service offers. Requires strong interpersonal savvy, a client-focused approach, and the ability to analyze data and stay current with industry standards and Desjardins offerings.